Financial Planning Administrator

Salary: £25,000 - £33,000

Location: Bury, Manchester

This Financial Planning Administrator job opportunity is based near Bury and offers a salary of £25,000 - £33,000.

Would you like to join a Financial Services firm based in North Manchester that will invest in your career and towards the Diploma in Financial Planning qualification?

The Independent Financial Advisors offer valuable staff training, development and flexibility with your working hours.

You will join a financial services firm with a highly skilled Paraplanning team and work with High Net Worth clients.

This financial services opportunity will involve:

• Assisting the Paraplanners with the preparation of research and suitability reports.
• Analyse client’s requirements.
• Provide administration support to the Paraplanners.
• Prepare meetings for the Paraplanners & Financial Advisors.
• Work closely with product providers on changes to client’s policies.

I’d like to hear from you if you have previously worked within a Wealth Management / Financial Planning firm and have experience in Pensions & investment administration. If you have passed some RO qualifications that would be great.

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